November 2014 WeCUG
WeCUG Product Review
Bill Keese, SVP Research and Development
November 18, 2014
November 2014 WeCUG
Safe Harbor Statement
The following is intended to outline QAD’s general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, functional capabilities, and should not
be relied upon in making purchasing decisions. The
development, release, and timing of any features or
functional capabilities described for QAD’s products
remains at the sole discretion of QAD.
2
Imagine if your ERP
is easy to learn and use
is cloud based and is accessible anywhere and on any device
is fully process driven
knows your role and guides you with what you need
alerted you to trends and exceptions
is updated without interrupting your business continuity
3
QAD Focused on Manufacturing
What makes QAD different?
• Dedication to global manufacturing
companies
- Focused on your Industries
• Experts that understand your business
- Being at the forefront of what matters most for
your company …
• Pragmatic and easy to understand solutions
- Fighting complexity
• Delivering value to you
- Focus on proving value instead of selling software
• Lean approach to software development
- Rapid development allows moving with the times
4
November 2014 WeCUG
Agenda
• Quality Built in
• September 2014 Release
• Standard Edition Status
• New Product Introduction Process
• Plans for March 2015 Release
• Longer Term Direction
5
November 2014 WeCUG
Quality built in
6
November 2014 WeCUG
Agile: Continuous Automated Testing
Develop
Old Test
Model
Automated
Test Model
System Test
Test (Manual)
D
D
D
D
D
D
T
T
T
T
T
T
Patch
Test
Rel.
Test
Continuous Automated Test
Patch
Test
(Auto)
Release Level Testing
Functional Testing
API/Integration
Testing
Script
Volume
Unit Testing
7
November 2014 WeCUG
Automated Test Focus
Test Type
Tools
Unit
oeunit, punit, junit
2745
5079
Functional
TestComplete
1491
2719
System
Legacy Inhouse Tool
432
210
System
TestComplete
85
404
43
(202 Users
Concurrently)
48
(225 Users
Concurrently)
Performance Jmeter
•
•
•
•
2014 (Jan 1st)
2014 (14th
Nov)
All R&D teams active with automated testing
Overnight execution of scripts (Bamboo)
Handover of scripts to Support for patch releases
Goal: Allow Customers to perform their own Automated Tests
8
November 2014 WeCUG
September 2014 Release
9
November 2014 WeCUG
QAD EA 2014 EE/SE Whole Product
Lean 2014
Enterprise Financials
Internationalization
MSW/PSW 3.2.5
JIT/S 3.1
EAM12.8
SCP 11
CSS 5.4
Customer Management
Manufacturing / Warehousing
Supply Chain
BI 3.10
Configurator 5.6
QMS 2.3
FSS 3.0.3
MFS 3.6
TMS 2014
BPM 2.0
CRM 6.6.3
Service and Support
Qxtend 1.8.5
Excelerator 1.2
EDI 2014
DM 7.1
TRM 2.8.4*
TAM 1.0
*SE Only
10
November 2014 WeCUG
September 2014 EE – Key changes
•
•
•
•
•
Customer Self Service 5.4
Configurator 5.6
Enterprise Asset Management 12.8
International Support
Manufacturing – Packages - Multi Version
-
Serialization
Item Attributes
Quality Control
Lot Trace Workbench
Data Collection
Label Printing Service
11
Customer Self Service 5.4
Preview – General
Login
moved up
2 menu options:
top or side
Complete
redesign of
styles
New images
Fixed width (preset to 1160px)
12
Customer Self Service 5.4
Preview – Catalog
New category
images
Buttons
standardized
Hover to
increase
Images
Lean
design
13
QAD Configurator 5.6
Managing Global Configurable Products
Quality Manufacturing
USA Domain:
Product Design
Sales
China Domain:
Sales
International
Models
German
Domain:
Sales
France Domain:
Product Design
Sales
Euro Region
Models Only
14
November 2014 WeCUG
EAM 12.8 – FY15 Objectives
 Quality Improvement
 Reduce EAM support backlog to
normal support standards
 V11 Transformation
 Global Approval – 12.7
 Run .p’s from EAM menu – 12.7
 Production Driven Maintenance –
12.8
 Print attachments (phase 1) – 12.8
 Rotable inventory – 12.8
 Overbudget Approvals – 12.8
upcoming patch
 Stores requisition routing approval –
12.8 upcoming patch
 Purchase by commodity – 12.8
upcoming patch
 Print attachments (phase 2) – 12.8
upcoming patch
 Reports, as needed by specific
customers – 12.8 upcoming patch

Product Readiness




EAM v12 database definition
Entity diagram
API test: Returns
cont’d further Automated API tests
 Phase I of EE Financial Integration
 Chart of accounts validation reports –
12.8
 Remove QXtend - EE2015
 Interactive account key validation –
EE2015
 Block creation of account key in EAM EE2015
 Replace EAM tax setup with GTM - TBC
 Phase I of UI Integration :
Integrate EAM into the QAD 2015
EE Appshell
 EAM menu structure accessed from
within QAD menu
 EAM embedded in EE workspaces
 Access to QAD report framework, browse
& collections, operation and process maps
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November 2014 WeCUG
Internationalization
16
QAD Internationalization – 2014
Enterprise Edition Country Readiness
47 Countries
Currently tracking 69 countries
17
QAD Internationalization – 2014
Internationalization
Product (EE Release)
Code
Cutoff
Release
Creation
Delivery to
Fulfillment
Availability
Poland 1.2 (2012,
May 14
May 15
Jun 6
Jun 20
Italy 1.3 (2011, 2012, 2012.1) May 21
May 22
May 26
May 30
Philippines 1.2 (2012.1) Jun 24
Jun 25
Jun 27
Jul 17
Romania 1.0 (2014)
July 7
July 8
July 15
EA version
Brazil 3.0 ( 2012, 2013)
Aug 6
Aug 7
Aug 13
Aug 15
Czech 1.0 (2014)
Oct 30
Oct 30
Oct 30
EA version
Lithuania 1.0 (2012)
Oct 27
Oct 27
Oct 28
EA version
France 1.3 (2012.1)
Sept 12
Sept 23
Sept 26
Oct 2
Israel 1.0 (2013)
Sept 22
Sept 23
Oct 2
Oct 8
Spain 1.3 (2010.1 to 2014)
Oct 27
Oct 27
Nov 3
Nov 2014
2012.1, 2013)
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November 2014 WeCUG
I19 Partner approach
• 25 country extensions
- R&D Developed – 15
- Partner developed – 7
- R&D and Partner - Jointly owned - 1
• (Colombia - Tecnoware)
- Services Developed – 2
• Taking ownership of Israel (SIT) package
- Verify quality, Create Automated Tests, Document
- Create a QAD Package (Oct 8)
• Scope and Plan for remaining Partner
extensions
- Goal is to bring all Partner extensions into QAD
during FY16
19
November 2014 WeCUG
Standard Edition 2014
Released June 2014
20
November 2014 WeCUG
SE Status
• New PLC Phase Created
- Extended Support Phase
• Functional Stability + Sev 2 issue coverage
• Standard Edition 2014
• Extended Support Phase till at least 2025
• Specific functionality may be made available
- SE versions (Prior to 2014)
• Functional Stability
• Effective Data January 1, 2015
21
November 2014 WeCUG
New Product Introduction Process
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November 2014 WeCUG
Five Levels of Product Change
1. Correction of Defect – Support
-
Existing functionality
2. Minor functionality added
-
Not disruptive to current users processes
3. Major Functionality added to existing
-
Requires training or awareness of users
4. New Functionality – Module
-
New offering
5. New major release
-
SE to EE
23
November 2014 WeCUG
New Product Introduction (5/15/50)
• 5 - Early Adopters
- Managed by R&D
• Training being developed
- Shadowed by QAD Services/Partner/Support
• 15 – Limited Availability
- Managed by QAD Services or Partner
- Supported by R&D
- Training available
• 50 – General Availability
- Ensure global readiness
24
November 2014 WeCUG
QAD Serialization RF Data Collection
Status Update
25
QAD RF UI Data Collection
Summary Comparative
Other
Solutions
QAD Data
Collection
RF Framework
• Standard product – QAD core
• Integrated Label Printing
• Standard transaction components
Transaction
Design
Serialization &
License Plating
Transaction
Processing
•Bar-code scan, fields, transaction
flow, validation are all configurable
Custom
DB
CIM
Qxtend
Cust API
Custom
DB
QAD
DB
• DC Transactions built using new
Packaging, License Plating,
Serialization Transactions
QAD
DB
Integrated error
handling /
validation / record
locking
management
QAD
DB
• DC UI directly connected to DB via
SI API’s
26
QAD Serialization, Track & Trace
What is Item Serialization? Early Adoptor
• A Unique Identification Number
27
Label Printing Service
Label Printing Services
28
November 2014 WeCUG
QAD Item Attributes, Quality Control & LTWB Status Update
29
QAD Item Attributes and Quality Control
Item Attributes – limited Availability
• Extends item data
management
- Define item attributes
- Manage attributes and
& specifications for items
- Manage specifications
at order level to qualify
materials
- Validate inbound &
production receipts
- Select & validate goods
to issue
- Full track & trace with lot
attributes
30
QAD Item Attributes and Quality Control
Quality Control – Limited Availability
• Test specifications, test
records, quality orders
• Supports:
- Multiple tests for an item
- Multiple test records for
an order or operation
• Quality order/events
automation
• Certificate of Analysis
31
November 2014 WeCUG
QAD Lot Trace Workbench
Quickly and efficiently trace where
materials are from and where they
were used.
Upstream
Trace
Downstream
Trace
32
November 2014 WeCUG
Trade Activity Management
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November 2014 WeCUG
Trade spend averages 20% of gross sales
What do Manufacturers Need?
 Powerful Promotion Planning
 Automated Claims Processing
 Efficient Deduction Resolution
 Tight Integration with Financials
 Robust Reporting/Analytical Tools
34
November 2014 WeCUG
Product Features
Direct Sales - Phase Complete
TRM
Attributes
Analysis codes
Accounting/budget
Deal profiles
Promotions Immediate discounts
Deferred discounts
Allocated funds
Bonus Goods
Sub-ledger
Earned discounts
Accruals
Deduction entry
Deduction review
Claim entry
Claim generation
Claim review
Promotion activity
Metrics
Indirect/Buying
Groups (APM)
Indirect customers
Buying groups
Contracts
Pricing
Sales trace
Chargeback
Admin fee
Reports
Browses/collections
Excel integration
35
November 2014 WeCUG
Early Adopter Program - Candidates
• Must be on, upgrading to QAD
Enterprise Edition 2013.1
• Must be running English language
• Review with Trade Activity
Management team to determine fit
• Availability to work with R&D with a
schedule
“Roadmap Subject to change without notice.
The above is intended for information purposes and should not be incorporated into a contract”
36
November 2014 WeCUG
Plans for March 2015 Release
Available March 19, 2015
37
November 2014 WeCUG
Enterprise Asset Management
FY15 BUM Product Review - R&D
38
November 2014 WeCUG
Customer Advisory Board (CAB)
Mission
Keep EAM customers informed
regarding R&D’s plans and
progress. Feedback from CAB will
be used to ensure R&D is focusing
on the items most critical to our
customers. Identify customers
interested in contributing to
enhancement designs.
•
Quarterly meetings
•
Agenda
- One hour sessions
- Product Demonstrations
- Roadmap progress
- Vision / Plan
- Seek your feedback
regarding our plans; adjust
priorities as necessary
Members
Aunt Bessie’s
Ball Corporation
Handy & Harmon
Hendrickson
Lasko Products
Lion Nathan
Morrison Products
Mueller Industries
Nexteer Automotive
Omnia
Tower Automotive
US Tsubaki
Young’s Seafood
39
November 2014 WeCUG
EAM Vision
• Current EAM components will be more tightly integrated
to EE, and “Enterprise Asset Management” capabilities
will continue to be enhanced
• Harmonize the integration between QAD EE & EAM
- Single
• User experience
• Requisition cycle
• Buyer toolkit / purchasing cycle
- Integral management of inventory
- Close integration to Financials
• Leverage other EAM functions
- Projects : isolate Capital Projects and extend to a broader
projects realization management offering
- Plant maintenance : potentially leverage other ERP
functions
40
November 2014 WeCUG
EAM Roadmap / Plan
• 2015 EAM (12.9) : Manager functions / Mobile
-
UI Integration  dashboards  mobile
Web Based Approvals
Data collection screens / Labels (Joint Development)
• Future : Increased efficiency in QAD EE
-
Single Requisition cycle
Single Purchasing cycle
Single Inventory (potentially still separate catalogs for MRO/Prod)
Remove replication (finance / suppliers / …)
• TBD :
-
Projects (depending on JD ?)
41
EAM Phase 1 : Bring under Appshell
12.9 – March 2015
QAD Enterprise Edition Appshell
Manufacturing
Requisitions &
Purchasing
Sales
Plant
Maintenance
MRO
Inventory
Capital
Projects
Setup
Transactions
Inventory
MRO
Requisition &
Purchasing
Enterprise Financials
42
November 2014 WeCUG
43
November 2014 WeCUG
44
EAM Phase 2 : Improve
integration with Finance
12.9 – March 2015
QAD Enterprise Edition Appshell
Manufacturing
Requisitions &
Purchasing
Sales
Enterprise Financials
Plant
Maintenance
MRO
Inventory
Capital
Projects
Setup
Transactions
Inventory
MRO
Requisition &
Purchasing
Remove Qxtend
Implement smarter and tighter 2-way integration
45
November 2014 WeCUG
EAM - Replacing Qxtend with API calls for JE
Asynchronous
QXO
EAM
QXI
JournalEntry.CreateAPI
Synchronous
EE
(Financials)
46
November 2014 WeCUG
Longer Term Product Direction
The following is intended to outline QAD’s general
product direction. It is intended for information purposes
only, and may not be incorporated into any contract. It
is not a commitment to deliver any material, code,
functional capabilities, and should not be relied upon in
making purchasing decisions. The development, release,
and timing of any features or functional capabilities
described for QAD’s products remains at the sole
discretion of QAD.
47
EAM Phase 3 : Integrate
Purchasing and Inventory
QAD Enterprise Edition Appshell
Manufacturing
Sales
Inventory
Direct | MRO
Requisitions
for both MRO
and Direct
Requisitions &
Purchasing
Purchasing
for both MRO
and Direct
MRO
Requisition &
Purchasing
Plant
Maintenance
MRO
Inventory
Capital
Projects
Enterprise Financials
48
EAM Phase x : Isolate Capital Projects
and grow to full projects solution,
bring Plant Maintenance closer
QAD Enterprise Edition Appshell
Manufacturing
Sales
Requisitions
for both MRO
and Direct
Purchasing
for both MRO
and Direct
Inventory
Direct | MRO
Plant
Maintenance
Plant
Maintenance
Capital
Projects
Projects
-Capital Projects
-Customer Projects / PRM
Enterprise Financials
49
November 2014 WeCUG
Projects Focus
QAD Enterprise Applications target
- Global manufacturing companies
- With core production processes mass
production (MTS) and mass customization
(MTO/ATO).
QAD Enterprise Applications do not target
- Project-based job production and ETO
Looking for Customers to Partner with
50
November 2014 WeCUG
Solution Futures
• New Functionality to GA
- Attributes & Quality Control, QAD QMS
- Serialization, Data Collection and LPS
- Trade Activity Management
• Joint Development
- EAM Projects
• Future Manufacturing
-
Subcontract and Subcontract Supply
Mixed Model (Repetitive / WO / Lean)
MPS Leveling
MSW/PSW & CAC
Retroactive Purchase Pricing (Temporary Pricing)
53
November 2014 WeCUG
Devices and User Interfaces
•
•
•
•
Devices
Role centric
• Integrated analytics
HTML5 user interface
• Integrated business process
management
Customizable data driven UI
• Common APIs & Services
Hybrid mobile framework
54
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